Grace Family Office · Taiwan's largest-ever wealth transfer
Most family challenges aren't about assets —
they're about not understanding each other.
A short assessment that helps you see clearly: where you stand across business, wealth, and values — and where the gaps might be.
There is a sequence to this
Across business, wealth, and values — get a clear picture of your current position.
Invite a family member to complete the same assessment. How each of you sees the same situation is often more different than you'd expect.
When you know where the gaps are, you can decide what to address first.
Most families have thought about this. What's missing is usually a structure that lets everyone say what they actually think.
Any of this sounds familiar
You and your family don't fully agree on how assets should be arranged
There are important decisions that haven't been clearly talked through
You know you should start planning, but aren't sure where to begin
It's not that things can't be done — it's that you don't know what everyone else is thinking
Three things that are hard to see right now
Across business, wealth, and values — which stage you're at, and where the notable gaps are.
What hasn't been addressed yet, and what might affect decisions or create friction down the line.
When a family member completes it too, the differences in how you each see things will show up clearly.
You don't need to prepare anything
About 10 minutes · completely free
Taiwan is in the middle of the largest wealth transfer in its history.
This is no longer limited to ultra-high-net-worth families. One in three properties that change hands in Taiwan now does so through inheritance — a scale most people haven't fully registered yet.
Sources: Ministry of Finance; Ministry of the Interior, Taiwan (Business Weekly Taiwan, Issue 2004, April 2026); E.SUN Bank × KPMG Taiwan High-Net-Worth Wealth Management & Succession Survey 2026
The thinking behind the practice
"85% of high-net-worth families say they've thought about succession. Fewer than half have actually started. The gap between intention and action is almost always a conversation that hasn't happened yet."
"Tax planning is table stakes. But the law determines who your wealth ultimately reaches — and liquidity determines whether the plan can actually be executed."
"Succession has two sides: passing and receiving. Until both are ready, even the best-structured plan won't land."
A system built to endure
Clarity of structure is the greatest gift you can give your family.
Through equity design and decision-right clarity, we ensure the soul of your enterprise passes across generations without losing its footing.
Using international tax and legal frameworks, we build a defensive architecture around everything you've built — complete and intact.
We help your family consolidate its core vision. When shared values become embedded in structure, your family's influence can truly endure.
Professional Partners
U.S. CPA with a background in investment banking and venture capital, Grace has spent years working with high-net-worth families across Asia on succession strategy. She has a particular gift for turning abstract intentions into concrete, workable arrangements — and for holding space for the difficult conversations that matter most.
With deep experience in multinational corporations and public companies, John understands the pressures founders face at critical decision points. He translates complex tax, legal, and cross-border structures into succession frameworks built for the long run — grounded in data, delivered with clarity.
The most important family decisions are never just about assets.
They're about whether your family actually understands each other.